Nir Messafi
@Deep Track Capital, Lp
Latest period2024 - Q3ReportedManaged Assets$3.153BTotal holdings69
Assets growth rate-5.9%Assets growth rate (2-Q avg)-4.96%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Deep Track Capital, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 69 positions.
Assets under management
The assets under management (AUM) of Deep Track Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.153B in assets, with a quarterly growth rate of -5.9% and a 2-quarter average growth rate of -4.96%. The portfolio is managed by Nir Messafi, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ARGXArgenx Se
| 6.28% | $197.859M 365,000 shares@ $542.08 avg price | Decreased -8.75% |
DVAXDynavax Technologies Corp
| 4.43% | $139.545M 12.526M shares@ $11.14 avg price | Increased 14.93% |
GHGuardant Health Inc
| 4.37% | $137.653M 6.001M shares@ $22.94 avg price | Increased 33.35% |
APLSApellis Pharmaceuticals Inc
| 4.03% | $126.915M 4.401M shares@ $28.84 avg price | Increased 76.03% |
IMVTImmunovant Inc
| 3.94% | $123.946M 4.347M shares@ $28.52 avg price | Increased 50.76% |
SWTXSpringworks Therapeutics Inc
| 3.91% | $123.159M 3.844M shares@ $32.04 avg price | Increased 3.89% |
DYNDyne Therapeutics Inc
| 3.74% | $117.889M 3.282M shares@ $35.92 avg price | Decreased -17.95% |
ITCIIntra-cellular Therapies Inc
| 3.72% | $117.123M 1.601M shares@ $73.18 avg price | Increased 4.09% |
OCULOcular Therapeutix Inc
| 3.52% | $110.677M 12.721M shares@ $8.7 avg price | |
NTLAIntellia Therapeutics Inc
| 3.23% | $101.722M 4.95M shares@ $20.55 avg price | Increased 3.13% |